Kevin Harris is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera and has a background that includes nearly two decades with Avantax in various advisory and insurance roles. Harris also operates his own tax preparation and accounting practice as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.

William Tenpenny is a financial advisor with Edward Jones in Spring Hill, Tennessee. He holds a Series 66 designation and has 16 years of industry experience, having worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ronnie Mccoy is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Geske is a CFP® professional with 24 years of experience in financial advising. He is currently with Raymond James Financial and has held advisory roles at Semiahmoo Financial Group, Bell & Associates, and Bayside Group. Geske is also involved as CEO and officer in two support companies related to his financial businesses in Tennessee and California. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced analytical tools, supporting implementation through various advisory programs.

Elizabeth Grandy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. She has been affiliated with Primerica Advisors since 1984 and has operated as a self-employed financial professional since 1989. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm focuses on curating third-party asset managers and uses a tiered percentage-based fee model.

Michael Eckholdt is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial and Edward Jones. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Stephanie Depriest is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Julie Hippe is a financial advisor at LPL Financial with 17 years of industry experience. She previously worked at Raymond James & Associates for 12 years and operated Kaia Woodkrafts for five years. Hippe holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Edward Hood III is a Series 66 credentialed financial advisor with seven years of industry experience, currently practicing at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Verizon Wireless for three years. He is the founding member and current Membership Host of the Nolensville BNI Chapter and has previously served as its President. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kannan Akins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services and has professional experience in education at Middle Tennessee State University and Watertown High School. He is currently based in Franklin, TN. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a collaborative, goal-focused approach.

Vyvonne Phoutharansy is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she is a partner at Wa's Sign Studio, LLC, a sign company where she handles bookkeeping duties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools as part of its service offerings.

David Deans is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2018 and also maintains roles with Producers Choice LLC and FTB Advisors, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Riddle is a CFP® professional with 12 years of experience, currently serving at Edward Jones since 2014. He holds a Series 66 license and is based in Franklin, TN. Outside of his advisory role, he is a Level 2 fitness trainer at Crossfit Spring Hill in Spring Hill, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole West is a Certified Financial Planner (CFP®) based in Franklin, Tennessee, affiliated with Charles Schwab. She has nine years of industry experience, including roles at Charles Schwab Bank, First Horizon, and JPMorgan. West has held her current position at Charles Schwab since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Kevin Reid is a Senior Financial Advisor leading The Reid Group at Merrill Lynch Wealth Management. He specializes in serving executives, physicians, and professionals, particularly within the healthcare community, offering comprehensive wealth management strategies that address complex financial decisions. Kevin's expertise encompasses corporate executive services, executive compensation, personal retirement planning, women and wealth, and tax minimization. He emphasizes a personalized approach, focusing on aligning clients' wealth management strategies with their life priorities, values, and family needs. His experience includes helping clients navigate transitions and make confident, well-reasoned financial decisions. Kevin holds a Bachelor's Degree from Lee University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional activities, he spends time boating, golfing, reading, and with his family, and remains engaged in community volunteer work aligned with Merrill's tradition of service.

Jessica Caden is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 24 years of industry experience. She has held prior positions at firms including Merrill Lynch, Fifth Third Securities, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by research and technology tools.

James Stites is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., various insurance carriers, and involvement with several private businesses such as Brentwood Aviation, Pearl Meadow LLC, and Destin Sea Star LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Beverley Stiverson is a financial advisor with Merrill in Franklin, TN, holding a Series 66 designation and 4 years of industry experience. She has been associated with Merrill since 2001. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steve Abramowicz is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2022. Outside of advising, he owns the Heartland Journal podcast. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Landon Neuhaus is a financial advisor at Merrill with Series 66, Series 65, and Series 63 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Dell Technologies and Fidelity Investments. He also has experience outside finance in the restaurant industry, having worked at Fiddletree Kitchen and Bar and Tony's of Lexington. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.